LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
+$6.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$693K
3
+$405K
4
TSLA icon
Tesla
TSLA
+$365K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$294K

Top Sells

1
+$1.02M
2
+$882K
3
+$204K
4
VFH icon
Vanguard Financials ETF
VFH
+$193K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$186K

Sector Composition

1 Technology 17.26%
2 Consumer Discretionary 5.54%
3 Healthcare 5.2%
4 Consumer Staples 4.92%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$742K 0.66%
14,248
+876
27
$739K 0.66%
55,360
-66,080
28
$721K 0.64%
11,273
-315
29
$710K 0.64%
9,185
-251
30
$696K 0.62%
1,525
-83
31
$665K 0.59%
167,859
+102,255
32
$658K 0.59%
4,856
-134
33
$655K 0.59%
4,305
34
$652K 0.58%
10,324
-550
35
$650K 0.58%
9,267
-619
36
$636K 0.57%
3,002
-122
37
$591K 0.53%
2,655
+1,638
38
$578K 0.52%
1,641
-71
39
$559K 0.5%
6,197
-552
40
$559K 0.5%
10,011
-459
41
$535K 0.48%
14,776
-427
42
$528K 0.47%
6,698
-217
43
$520K 0.47%
2,322
-114
44
$501K 0.45%
1,702
-189
45
$492K 0.44%
4,760
-420
46
$480K 0.43%
7,433
-272
47
$446K 0.4%
2,769
-189
48
$438K 0.39%
2,388
-65
49
$414K 0.37%
6,758
-293
50
$410K 0.37%
2,173
-119
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2
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